OWM
VSGX icon

Opes Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Opes Wealth Management’s Portfolio VSGX Stock Details VSGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$749K Buy
10,448
+837
+9% +$62.8K 0.13% 81
2025
Q4 		$688K Sell
9,611
-95
-1% -$6.7K 0.12% 86
2025
Q3 		$673K Sell
9,706
-770
-7% -$51.7K 0.12% 80
2025
Q2 		$686K Sell
10,476
-3,667
-26% -$226K 0.12% 85
2025
Q1 		$834K Sell
14,143
-1,848
-12% -$109K 0.17% 69
2024
Q4 		$907K Buy
15,991
+308
+2% +$18.2K 0.19% 63
2024
Q3 		$965K Buy
15,683
+310
+2% +$18.3K 0.19% 61
2024
Q2 		$880K Sell
15,373
-3,035
-16% -$173K 0.18% 61
2024
Q1 		$1.06M Sell
18,408
-719
-4% -$40K 0.24% 58
2023
Q4 		$1.06M Buy
19,127
+4,090
+27% +$211K 0.25% 56
2023
Q3 		$758K Buy
15,037
+8,032
+115% +$424K 0.21% 63
2023
Q2 		$372K Buy
+7,005
New +$371K 0.11% 95

Other funds holding VSGX

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return